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DDDD

DuPont de Nemours, Inc.

$DD·$18B·Chemicals·Basic Materials
$130.45-0.9%YTD+8.5%1Y+33.1%
Price updated 6h ago·X counts updated 5d ago
DDDD
$DDDuPont de Nemours, Inc.
$130.45-0.87%140 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

140X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $DD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

The $DD feed is DigiDollar on DigiByte — holders are reporting $235K supply with 162.9M DGB locked, celebrating integration on Scrypt Wallet and a new DD/USDC trading pair on AnonKyc (no-KYC). The pitch is "truly decentralized stablecoin" within the DigiByte ecosystem. Thread is small community promo without a visible bear voice.

Read what X is saying about $DD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

DuPont de Nemours at 56% of 52-week range — specialty materials with margin-expansion story, the DD cashtag is about a crypto.

DuPont de Nemours is the specialty materials company — Electronics & Imaging, Industrial Specialties, Water & Protection — post the Dow/Corteva separations. The stock is up 6.5% YTD, consolidating in the middle of its 52-week range ahead of Nov 5 earnings.

  • The P&L is in flux: revenue fell 44% YoY to $1.82B last quarter at 15% operating margin — the YoY comp reflects portfolio restructuring timing; the operating-margin profile is the forward signal that bulls lean on.
  • The secular-growth-plus-margin-expansion thesis is specific — Electronics materials for semiconductor/packaging, Water for industrial filtration, Industrial Specialties for high-value polymers; the Sugar Separation Advisor launch (modest commercial product) is the recent news flow.
  • At 310x trailing earnings (distorted) and 2.3x sales, the valuation is best looked at on forward multiples — the FY27 EPS estimate implies a mid-teens P/E, which is reasonable for a specialty-materials pure play with margin expansion.

Stalled holds until Nov 5 earnings confirm Electronics & Imaging revenue growth above 10% YoY and operating margin trajectory holds. A soft Electronics print, or any specific commentary on semiconductor customer destocking, is what tips this toward breaking-down; a Water segment acceleration plus a FY27 EPS guide-up is what breaks the stalled tape higher.

Differs from X sentimentThe X $DD cashtag is about DigiDollar (DGB-backed stablecoin on DigiByte, Scrypt Wallet integration, AnonKyc DD/USDC trading pair) — not DuPont de Nemours the specialty-materials company, whose actual tape is driven by Electronics & Imaging revenue the crypto posters never engage with.

What to watch: Nov 5 earnings — Electronics & Imaging revenue growth above 10% YoY, Water segment trajectory, FY27 EPS guide, and any specific semiconductor-customer-destocking commentary. A soft Electronics print is what breaks the stalled tape lower.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $DD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Advanced materials and specialty chemicals company supplying semiconductor, industrial, and water solutions to global manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $DD.

Chemicals · Basic Materials

Ethylene and propylene spreads are at cycle lows as US Gulf Coast capacity additions (Shell Petrochemicals, ExxonMobil Baytown complex) overlap with soft global demand. Specialty chemical segments serving semiconductors and batteries outperform commodity petchem; Chinese overcapacity in commodity chemicals is the primary global pricing depressant.

What this means for $DD

Direct beneficiary — Advanced materials and specialty chemicals company supplying semiconductor, industrial, and water solutions to global manufacturers.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.5%YTD
+15.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
309.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.88$1.76+6.8%
Q1 2026May 5, 2026$1.65$0.49+238.0%
Q4 2025Feb 10, 2026$1.38$1.29+7.0%
Q3 2025Nov 6, 2025$3.27$0.47+602.3%
Next earningsTue, Nov 3·consensus EPS $1.87

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B-44.2%35.1%14.1%$1.06$245.0M
Q1 FY26$1.7B-45.2%35.8%11.1%$1.17$130.0M
Q4 FY25$1.7B-45.2%31.1%13.4%$-0.90$221.0M
Q3 FY25$3.1B+7.3%35.0%17.8%$-0.87$532.0M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.2B – $7.2B$7.26$7.20 – $7.3611
FY27$7.4B$7.4B – $7.5B$7.97$7.69 – $8.2311
FY28$7.8B$7.6B – $7.9B$8.72$8.26 – $9.5611
FY29$8.1B$8.0B – $8.1B$9.75$9.61 – $9.865

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 2Lori KochCEO261 sh$13K
+ 25 other (15 awards · 9 inkinds · 1 gift) in window

See when $DD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

DuPont (DD) joined the $455 million North Carolina PFAS settlement alongside Chemours and Corteva, with DuPont bearing 71% of the cost and Corteva 29% per a pre-existing 2021 MOU. DuPont confirmed it had already recorded the probable liability in Q2 2026 financial statements. The settlement resolves outstanding PFAS claims in North Carolina without admission of liability.

8-KCharter amendmentJun 248-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

DuPont de Nemours (DD) effected a 1-for-3 reverse stock split of its common stock at 12:01 a.m. Eastern Time on June 24, 2026, reducing authorized shares by a corresponding ratio, pursuant to stockholder approval on May 21, 2026 and Board authorization on May 26, 2026. The reverse split was implemented via a Certificate of Amendment to the Third Amended and Restated Certificate of Incorporation filed with the Delaware Secretary of State, followed immediately by a restated certificate. DuPont's common stock continues trading on the NYSE under the ticker 'DD' but with a new CUSIP number of 26614N 201. The filing disclosed no change in the registered name, exchange listing, or underlying business operations.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
+ 10 other (2 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DuPont de Nemours, Inc. $DD Stock: Krilogy Financial LLC Increases Positiondefenseworld.net·2d agoDuPont Announces Regular Quarterly Dividend on Common Stockprnewswire.com·3d agoGAMMA Investing LLC Grows Stock Position in DuPont de Nemours, Inc. $DDdefenseworld.net·8d agoMoody National Bank Trust Division Makes New Investment in DuPont de Nemours, Inc. $DDdefenseworld.net·9d agoDuPont de Nemours (NYSE:DD) & Marubeni (OTCMKTS:MARUY) Critical Analysisdefenseworld.net·11d ago

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